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Split a customer (multiple Agreements share the same Customer Code) (#CUSSPLT01)

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20130709 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   Video

Why would I want to split a Customer?

In StorMan, it is possible to map many Agreements to one Customer. As a result, these Agreements are then effectively owned by the same Customer code (the internal 10-character code that StorMan uses to manage Customers). For whatever reason down the track, you may then wish to "un-link" Agreements so that they are not owned by the same Customer code so that they remain separate from one another, as if they are two completely separate entities.


How do I split a Customer (when multiple Agreements share the same Customer Code)?

  1. Open the Agreement that you wish to "remove" from the others that it's joined with.
  2. Click on Edit next to Customer Name to edit the Customer's name, and give the Customer a new name. After setting the new name for your Customer, press TAB or click out of the field to save the name change. Note: You do not necessarily need to give the Customer a completely different name. It is still possible to "unlink" the Customer, even if it has the same name as the old one you are trying to unlink it from. To do this, simply remove the Customer's name (or, say, the last letter in their name) from the Customer Name field, and type it in again. Then press TAB or click out of the box to save the change and proceed to the next step below...
  3. If the Customer name you entered is very similar to the name it was previously (or, if it is very similar to another name in the system), StorMan will ask you if you want to link it with the existing Customer it has found.

    You will be given two options - you can either Select Customer to link your new Customer with the one you have highlighted in the list of similar matches, or you can click Create new which will create a brand new Customer code for your new Customer. In most cases, you will want to select the option to Create New.

  4. Before closing the Agreement, you will need to manually re-enter some of the Customer information on your newly-created Customer (which does not come automatically across in the split). This includes credit card numbers and gate PINs.
  5. When done, click OK to save and close the Agreement. You have now split this Agreement from any others it may have been sharing a Customer code with.
  6. In some cases, you will also have to perform a Recalc Balances operation on the two Customer Codes at this time. This recalculates the Customer balance based on the new transactional data. To perform a Recalculate Balances operation, see: #RFRCBAL01.




What if I want to do the opposite (link Agreements to the same Customer Code)?


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